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Woodson Capital Management, LP - Portfolio Stock Holdings

Woodson Capital Management, LP disclosed 33 stock positions in a recent SEC 13F filing. $597,407,276 of stock holdings were filed, with the largest holdings including RDDT, XYZ, and SG. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $1,546,274,365 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

33

Est. Stock Holding Value:

$597,407,276

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Woodson Capital Management, LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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